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FP&A Insights

FP&A Insights is a collection of useful case studies from leading international companies and thought leadership insights from FP&A experts. We aim to help you keep track of the best practices in modern FP&A, recognise changes in the ever-evolving world of financial planning and analysis and be well equipped to deal with them.

Stay tuned for more blogs and articles from great authors.

FP&A Analytical Transformation in D.C.
March 12, 2020
FP&A Tags:
FP&A Board Meetings Insights

By Jilinda Crowley, Washington D.C. FP&A Board member

 

The second Washington, D.C. area FP&A board was held on March 12, 2020 at the offices of Robert Half International in McLean, VA and was sponsored by SAP.  It was a smaller board meeting, amidst emerging Coronavirus concerns, but the small size gave way to a lively and timely discussion about the evening’s topic: FP&A Analytical Transformation.

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How to Be a Higher Performing FP&A Business Partner in a SaaS Enterprise
March 11, 2020
FP&A Tags:
FP&A Business Partnering, FP&A Skills, FP&A Team Building

By Emmanuel Jibodu, Finance Analytics @ Shred-it​

Today, software as a service (SaaS) businesses are popular with investors, lenders and customers. Many software companies have transmuted their pricing models from perpetual license models to subscription models. Finance business partners are important in subscription environments. In this article, you will find sample questions an FP&A business partner can help answer to accelerate the growth trajectory in a SaaS enterprise.

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FP&A Analytical Transformation in Houston
March 10, 2020
FP&A Tags:
FP&A Board Meetings Insights

The second Houston FP&A Board gathered at the times where there are a lot of Black Swan events happening around the globe and the concept of FP&A Analytical Transformation is extremely relevant.

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FP&A Leadership: Would You Rather Be Liked or Respected?
March 5, 2020
FP&A Tags:
Financial Planning and Analysis, FP&A Team Building, FP&A Skills

By Andrew Jepson, Founder and CEO at theFBPteam.com

Would you rather be liked or respected? It is a question we often get asked in interviews or from our direct managers about our own style or when difficult decisions need to be made. 

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Event Calendar

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The Unseen Cultural Shifts: Practical AI Case Study
 
Data Mastery in FP&A: Sharper Analytics, Smarter Decisions
 
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Making FP&A Teams Fit for the Future
 
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From Insight to Impact: FP&A Business Partnering in Action
 
Unlocking FP&A Analytical Transformation
 
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Transforming FP&A with AI: Maturity, Impact, and Future Roles
 
Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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All events for the year

Future Meetings

The FP&A Trends Webinar How AI is shaping the future of Financial Planning & Analysis (FP&A)
The FP&A Trends Webinar Transforming FP&A with AI: Maturity, Impact, and Future Roles

June 25, 2025

The Face-to-Face Sydney FP&A Board
The Face-to-Face Sydney FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

June 26, 2025

The Face-to-Face Singapore FP&A Board: Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
The Face-to-Face Singapore FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

July 8, 2025

Webinar: FP&A Trends Survey 2025
The FP&A Trends Webinar 2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices

July 9, 2025

Face-to-Face Oslo FP&A Board
The Launch of the Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

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